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Session 5‐1, 2, 3
Estimating Fundamentals Workshop
Presented By:
Jon Banse Select Construction Concepts, Inc.
banse.jon@scc‐contact.com
Monday, October 17
8:30am – 2:30pm | Parlor C & Galleria II
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Estimating In Action Workshop Product Line: Sage Estimating™ Business Unit: Sage 300 Construction and Real Estate
Presenter: Jon Banse – Select Construction Concepts, Inc. Introduction The Estimating In Action Workshop has been established to “Bring it all together” and go through the estimating process from start to finish. This will be on overview of the basic functions necessary to complete an estimate in Sage (Estimate Creation and Setup, Take-off, WBS Codes, Totals Page, Reports). This session is designed to allow the participants to use Sage Estimating to create an estimate for a sample project. Learning Objectives Understand how your database is set up. Generate an estimate using quick takeoff, item takeoff, and assembly takeoff. Set up a WBS Code for reporting. Set up addons and totals page. Bid day operations for completing pricing. Generating reports and printouts once estimate is complete.
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Understanding Database Setup
1. Database Group Phases and Phases Phases are one of the ways to organize the database into similar types of work or tasks. There can be two levels in the phase hierarchy.
Group phases (divisions) - classify phases into work-related groups. Example: The Sitework group phase might include Asphalt Paving, Fine Grade, and Landscaping phases.
Phases (subdivisions) - classify items into work-related tasks. Example: The Asphalt Paving phase might include Type H Asphalt material, Crusher Run Base, and Asphalt Primer items.
2. Database Items Each database item is grouped into a phase. Items are the individual building blocks for estimates and are used to track labor, materials, subcontractor, equipment, and other costs. Items can be components, such as sand fill or concrete slab 3000 psi, or specific cost categories, such as the labor to dig a foundation. There are three ways to set up the database for item pricing (Unit Price, Crew Hour, and Man Hour).
3. Formulas Formulas are used to convert dimensional information (length and width) of an object into takeoff quantities (area or square feet). When you attach a formula to a database item, Estimating calculates the takeoff quantity automatically.
4. Assemblies Assemblies or Smart Assemblies let you group multiple items together and take off complicated building components quickly. Assemblies are designed to select the correct items and calculation methods as you answer questions about the component.
5. WBS Codes WBS codes are user-defined codes that enable you to add additional custom information to items stored in your database as well as items that make up an estimate. WBS codes can be used to organize how information prints on reports and give you control over how costs are accumulated for spreadsheets. These codes can be assigned during takeoff, or assigned to items as a permanent part of the database. You can establish standardized WBS codes that can be utilized on every estimate and that will allow you to view and print the estimate in a manner that works best for you. WBS codes can also be helpful when interfacing with the Scheduling Integrator that comes with the Estimating Software.
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6. Database Settings The Database Settings window contains the entries that were made at the time of database creation. The information includes your company information, the interface to job cost application, Estimating phase codes, Work Breakdown Structures (WBS), crew pricing, multi currency, and the standard hours per day, week and month. When you create a new estimate, this information will transfer to the new estimate, which you will see in the Estimate Settings window. To access the Database Settings window click on the [Database] pull-down menu and select [Database Settings…].
Password: You can create a password for your database if required. The password button is located at the bottom left of the Database Settings window. To create a password click on the [Password…] button and the Change Password window will open. If you want to change an existing password you will have to enter the Old password and then enter the New password twice. If no password exists for the estimate type in the New password twice and click [OK].
Password Button
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Company: The Company tab contains your company information and the company folder. The Company Folder Shows the company data folder which contains the Address Book, Job Cost data, and other information to use with Estimating.
Job Cost: The fields in the Job Cost tab provide information that allows Estimating to generate transactions or you job cost application. These fields contain entries made at the time of database creation.
Make sure to check the Source box to know whether you are looking at information in the Database or the Estimate as the information can sometimes be different.
Company Tab
Job Cost Tab
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Miscellaneous: The Miscellaneous tab contains information that is used when Estimating creates databases and estimates. You can change the Estimating phase code suffix (0, 1, 2, or 3). The Labor/Equipment information is used to calculate the labor and equipment hours for items with certain time-based order units. The labor and equipment hour totals appear in the spreadsheet, Totals window, and reports. The Multi Currency information indicates whether multiple currencies are used on estimates and specifies the base currency. After the base currency has been saved for the database or the estimate, it cannot be changed. Multi currency can be turned on or off at the estimate level only. If a base currency is specified on the database, estimates associated with that database inherit the databases' base currency. The Multiple Labor Productivities and Multiple Prices check boxes are used when you want to store and retrieve different labor productivities and prices for each item in the database.
Crew Pricing: The Crew Pricing tab contains options for controlling the labor and equipment rate tables, the crew pricing method for generic time-based units, and the calculation of hours on reports.
Miscellaneous Tab
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WBS: The WBS tab has a grid which allows you to set up as many as 40 Work Breakdown Structures (WBS) for your database and company. Within each WBS code, you can have an unlimited number of WBS Values. Individual items in the database can be assigned to the WBS Values.
Scheduling: The fields in the Scheduling tab allow you to control what kind of information is included when you export items from an estimate to your scheduling application. The field labels vary based on the application you choose. The application choices for schedule integration are Primavera, MS Project, and Other.
WBS Tab
Crew Pricing Tab
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Item Sorting: The fields in this tab can be used to customize how you want items to sort when you perform takeoff or database maintenance in Estimating. You can create up to four multiple-level sort orders that sort items by WBS code, group phase, phase, price code, job cost phase, or material class. This tab appears on only the Database Settings window, not on the Estimate Settings window.
Activity – Review Project for Bidding
Scheduling Tab
Item Sorting Tab
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1. Review the information provided
a. Drawings b. Specifications c. Special Instructions d. Establish project schedule to estimate project overhead e. Identify areas for vendor and subcontractor bids
Activity – Create a New Estimate
1. Creating a new estimate
To create a new estimate, open the Estimating program. From the File pull-down menu select [New Estimate…] or select the New Estimate icon on the toolbar and the New Estimate window will open.
From this window you will enter the name for the estimate that you want to create. Next you will click on the Folders tab. In this window you will Browse to select the folder that you want the estimate to be created in and the database you want to use with this estimate. Once you are done click [OK] and you will see the Creating New Estimate window. Once the estimate has been created the Estimate Information window will open.
For this exercise enter “TUG Estimating Workshop” for the estimate name. The estimate and database folders will be determined at the Conference.
New Estimate Icon
Folders Tab
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a. Estimate Information
The Estimate Information window is used to store reference information for the estimate. If the Estimate Information window does not automatically appear once you create the estimate, click on the [Takeoff] pull-down menu and select [Estimate Information…]. For this exercise enter the information shown in the tables under the paragraph headings.
Main: Project Name, Project Address, Bid Date, Estimator, Labor and Equipment Rate Tables, Job Size, Project Duration, and City Cost Index. The City Cost index can be used to place factors on certain areas of work based on the city where the project is located.
Project Name TUG Estimating Workshop Street 1001 America Avenue City Portland State/Province OR ZIP Code 97005 Country USA
Main Tab
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Bid Date 10/17/16 Bid Time 2:00 pm Estimator Your Initials Labor Rate Table TUG-Labor Equipment Rate Table TUG-Equipment Job Size 10,000 sf Duration 12 mo City Cost Index None
Client: In the Client tab you can enter your client’s company name and information. This information is stored and pulled from the address book.
Company Acme Securities Contact George Doe Contact Business (704) 123-4567 Contact Mobile (704) 765-4321 Contract Amount None
Architect/Engineer: In this tab you can enter the project Architect’s and/or Engineer’s company information. This information is stored and pulled from the address book.
Client Tab
Architect/Engineer Tab
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Architect Company Best Architects Architect Contact Bernie Best Architect Contact Phone (704) 321-6457 Engineer Company Better Engineering Engineer Contact Bill Wilson Engineer Contact Phone (704) 213-5476 Document None
Spreadsheet Sequences: This tab allows you to set up the spreadsheet sequences (tabs) you want to use for your estimate. Spreadsheet sequences are how you want to sort and view the estimate while in the spreadsheet. You can have up to 4 for each estimate.
Sequence 1 Location/Phase Sequence 2 CSI Div/Activity
Cover Page Headings: In this tab you can enter Cover Page Heading information that will show up in the reports cover page. You can enter up to 70 characters in each line.
Spreadsheet Sequence Tab
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Line 1 TUG Workshop 2016 Line 2 Portland OR Line 3 Estimating Workshop
Bid Results: If you obtain the bid results for this estimate you can enter that information in the Bid Results tab. You can enter the bid winner as well as other bidders and any notes you may want to include.
Job Classification: The Job Classification tab has 16 definable fields where you can enter various types of information. This information is stored and can be used for reporting. You can enter up to 18 characters in each field. If time allows we will cover how to use the Job Classifications to set up report headers and footers.
Cover Page Hdgs Tab
Bid Results Tab
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MWBE & Misc: In this tab you can enter any minority or women owned business participation percentages or dollars you have for the estimate. You can also enter your job cost job number and what type of reporting hours where used (man hours or crew hours).
b. Estimate Settings
Estimate Settings window contains some of the entries that were made at the time of either database or estimate creation. The information includes your company information, the interface to job cost application, Estimating phase codes, Work Breakdown Structures (WBS), crew pricing, multi currency, and the standard hours per day, week and month. When you create a new estimate, Estimating copied the information from the Database Settings window to the new estimate, which you will see in the Estimate Settings window. For this exercise enter the information shown in the tables under the paragraph headings.
Job Classification Tab
MWBE & Misc Tab
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Password: You can create a password for your estimate if that is required. The password button is located at the bottom left of the Estimate Settings window. To create a password click on the [Password…] button and the Change Password window will open. If you want to change an existing password you will have to enter the Old password and then enter the New password twice. If no password exists for the estimate type in the New password twice and click [OK].
Company: The Company tab pulls the information as it was set up in Database Settings when the database was setup.
Password Button
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Job Cost: The fields in the Job Cost tab provide information that allows Estimating to generate transactions or you job cost application. These fields contain entries made at the time of database creation.
Miscellaneous: The Miscellaneous tab contains information that is used when Estimating creates databases and estimates. You can change the Estimating phase code suffix (0, 1, 2, or 3). The Labor/Equipment information is used to calculate the labor and equipment hours for items with
Company Tab
Job Cost Tab
Make sure to check the Source box to know whether you are looking at information in the Database or the Estimate as the information can sometimes be different.
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certain time-based order units. The totals appear in the spreadsheet, Totals window, and reports. The Multi Currency information indicates whether multiple currencies are used on estimates and specifies the base currency. After the base currency has been saved for the database or the estimate, it cannot be changed. Multi currency can be turned on or off at the estimate level only. If a base currency is specified on the database, estimates associated with that database inherit the databases' base currency.
Crew Pricing: The Crew Pricing tab contains options for controlling the labor and equipment rate tables for the estimate, the crew pricing method for generic time-based units, and the calculation of hours on reports.
WBS: The WBS tab has a grid which allows you to set up as many as 40 Work Breakdown Structures (WBS) for your estimate and company. Within each WBS code, you can have an unlimited number of subdivisions, known as WBS Values. Individual items in the database can be assigned to the WBS Values.
Miscellaneous Tab
Crew Pricing Tab
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For this exercise we will delete the WBS Codes that are not required or necessary for our estimate and move the remaining WBS Codes into the order we want.
i. Step 1 – Make sure the Estimate radial button is selected in the Source box in the top right corner of the Estimate Setting window.
ii. Step 2 – To delete WBS Codes find the code that you want to delete and click on the number in the WBS Code column to highlight that row. You will notice the Delete button to the right will become active and the Move and Clear All buttons are grayed out. Click the Delete button and a Notice message will appear. Click [OK] and the WBS Code is deleted. You can delete more than one code at one time by using the [Ctrl] key For our exercise delete WBS Code Number 2, 3, 6, 7, 12, 16, 18, and 19. You. The remaining WBS Codes should be (1 – Spec Sect, 4 – CSI Div, 5 – Activity, and 9 – SOV).
WBS Tab
Delete Button
Move Button
Clear All Button
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Your Estimating Settings WBS Tab should look something like the picture below.
Delete Button
Click on the WBS Code number to delete.
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iii. Step 3 – Next we will Move the WBS Codes into a different order in the WBS Code tab. The order the WBS codes are in on this tab is the order in which they will show up in the Item and Assembly Takeoff Grid. To move a WBS Code select any one of the codes you want to move in the Name Column and click the Move button and the Move WBS Codes window will open. In the New Position column renumber the WBS Codes in the new order you want. Your Move WBS Codes window should look something like the picture below.
For this exercise move CSI Div to 1, Spec Sect to 2, Activity to 3, and SOV to 4. Your Move WBS Codes window should look something like the picture below. Click [OK] and an Estimating Warning message will pop-up. Click [OK] again.
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Your Move WBS Codes window should look something like the picture below. Click [Close].
Add the following WBS Values and Descriptions to the corresponding WBS Codes.
WBS Code WBS Value Description CSI Div 1 General Requirements CSI Div 2 Sitework CSI Div 3 Concrete CSI Div 4 Masonry CSI Div 5 Metals CSI Div 6 Woods & Plastics CSI Div 7 Thermal & Moisture Protection CSI Div 8 Doors & Windows CSI Div 9 Finishes CSI Div 10 Specialties CSI Div 11 Equipment CSI Div 12 Furnishings CSI Div 13 Special Construction CSI Div 14 Conveying Systems CSI Div 15 Mechanical CSI Div 16 Electrical Activity 010 Project Overhead
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Activity 020 Earthwork Activity 021 Asphalt Paving Activity 022 Landscaping Activity 030 Concrete Foundation Activity 031 Concrete Slab on Grade Activity 040 Masonry – CMU Activity 041 Masonry – Brick Activity 060 Exterior Wall Framing Activity 061 Interior Wall Framing Activity 070 Roofing Activity 080 Exterior Doors Activity 081 Interior Doors Activity 082 Windows Activity 090 Wall Finishes Activity 091 Flooring Activity 092 Ceiling Activity 100 Specialties Activity 150 HVAC Activity 151 Plumbing Activity 152 Fire Suppression Activity 160 Electrical
If you have Scheduling:
Scheduling: The fields in the Scheduling tab allow you to control what kind of information is included when you export items from an estimate to your scheduling application. The field labels vary based on the application you choose
Scheduling Tab
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c. Set up estimate defaults i. Spreadsheet layouts
Use this command (View menu) to create, modify, delete, or apply a custom layout
to the spreadsheet. A window opens with a list of existing layouts. Once you have a layout you like, you can save it and return the spreadsheet to that layout whenever you want. Each layout is associated with the spreadsheet sequence in use at the time of creation.
Whenever you open an estimate, Estimating applies the appropriate layout based on a setting in the Estimating Options window. You decide whether to use the same layout for all estimates or restore each estimate to its previous layout. Setting up the spreadsheet layout
1. Click on the toolbar to open the Spreadsheet Layouts window. This window lists the layouts set up for the current spreadsheet sequence.
2. To set up a new layout, click [Add]. Estimating creates a new layout with default
column properties and fonts. 3. To modify an existing layout, select the layout in the list and click [Edit]. 4. To save the current layout, select <Current layout> in the list and click [Edit]. 5. To delete a layout from the list, select the layout in the list and click [Delete]. 3. Set the options in the Modify Spreadsheet Layout window. To change the order of
the spreadsheet columns, select the column name you want to move and click Reposition Column to move it to a new location.
4. Click [OK] to save the spreadsheet layout and close the Modify Spreadsheet Layout window.
Tips A spreadsheet layout is specific to the spreadsheet sequence in effect when you
save it. For example, suppose the spreadsheet is in takeoff order and you save a spreadsheet layout named Quantity Review. The Quantity Review layout is available only when the spreadsheet is displayed in takeoff order.
To view the spreadsheet using one of your layouts, click the spreadsheet layout icon in the toolbar and select the desired layout from the Spreadsheet Layouts window.
If you want everyone to share the same spreadsheet layouts, set up a single options file (PEWin.opt) for the company and specify that file's folder on each computer running Estimating (Edit menu > Options > Folders tab).
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ii.Totals Page / Add-ons
The Estimate Totals page shows you how your estimate is developing including the category total amounts, addons, subtotals, and estimate totals. The Totals page allows you to decide which addons (indirect costs or markups) to include and where to insert additional subtotals. To open the totals page click on the [Takeoff] pull-down menu and select [Estimate Totals],
or you can click the Estimate Totals icon on the toolbar , or press the F4 key. You can dock the totals page at either the top, bottom, left, or right, and you can also keep it undocked or floating. You can create, save, and manage totals page templates for use in other estimates.
Addons are what Estimating uses to add markups to the estimate in order to get to an estimate total. The Totals Page is where you manage all of your addons. How many, what type, whether or not to allocate are just a few questions that you will need to answer while setting up your addons and Totals Page. Addons can be created and stored either in the database for use in all of your estimates or you can create an addon to be used just for the estimate you are currently working on.
iii. Rate tables Estimating uses the rate tables assigned to an estimate to calculate the labor and equipment prices for items with crews. Rate Tables is available from the Database menu only when a database is open.
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2. Copying an Existing Estimate
One way to save time in the estimate creation process is to copy an existing estimate. If you have an estimate completed or setup that is similar to the new project you are about to start estimating you can copy that existing estimate to the new estimate folder. This would keep you from having to go through the process of setting up the estimate with WBS Codes, Rate Tables, Spreadsheet Sequences, Totals Page(s), and other Estimate Settings. There are a number of ways to copy an existing estimate. One way is to use the “File Tools” option. File Tools is located in both the Estimating and Estimating Tools Programs. In either case, click on the [File] pull-down menu and select [File Tools…] and the Sage Timberline Office File Tools
Operation Selection window will open. Click on the [Copy] radial button and click .
From here the Copy Operation window will open where you will add the folders or files that you
want to copy. To select the folder or file you want to copy click and then navigate to the folder or file you want to copy.
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Once you have selected the file you want to copy, click it will show up in the Copy Operation window. Next, in the Destination line click to select where you want to place the copied
folder or file. Once you find the appropriate folder click and then click . This will go to the Validation Summary window and will automatically go through the five validation processes.
Once you have all green lights click on the . Verify the file name and source path and click
. The Execution Summary window will open which explains what operation is about to take
place, click . The next window is the Operation Journal which logs the operations that took place to copy the file and at the bottom of that log you should see the words “The operation was completed successfully”. At this point you can save or print the journal or simply click and the copy operation is complete.
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A second way to copy an estimate is the “Copy Estimate” function is to select the [File] pull-down menu within the Estimating program and click on [Copy Estimate…]. The Copy Estimate window will open and you can Browse to the estimate you want to copy. Then you enter the new estimate name. Since you are copying an existing estimate with quantities you will want to determine whether or not you want to clear the quantities and amounts. To clear quantities and amounts check the box in the Copy Estimate window.
This will copy all of the items in the estimate, but will have no quantities or dollars included. Using this function will place the new estimate within the same folder as the estimate being copied, so you
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will have to use the “Move” operation within “File Tools” to move the estimate to the appropriate folder.
Another way to copy an estimate is to do so within the Estimating Explorer program. To copy an estimate in Explorer you will need to find the file you want to copy, right-click on the file and click [Copy]. Then find the folder you want to copy into, rick-click on the folder and click [Paste] and the estimate should show up in that folder. You will notice that it kept the same name as the file you copied and you will most likely want to change that. To change the name of the new estimate file, rick-click on the file name and select [Rename], rename the file and click anywhere outside the file name.
3. Copying a Template Estimate
Template estimates are a great way to save time when it comes to estimate creation and setup as well, and allows for consistency within your company’s estimating departments. You can create a template and set it up with standard WBS Codes, Rate Tables, Spreadsheet Sequences, Totals Page(s), and other Estimate Settings.
One way to create a template is to create a new estimate and go through the process of creating the WBS Codes that are standard for your company, Standard Rates Tables, Spreadsheet Sequences, Spreadsheet Layouts, Standard Totals Page(s), and the other estimate settings that you have to go through every time you create a new estimate. Once you have set you template up the way you want it, you may want to consider keeping your template in a Template Estimates Folder. Once the estimate is set up and in a template folder you can easily copy the template to the estimate folder by using 1) the Copy Operation within File Tools in either the Estimating or Estimating Tools programs; 2) the “Copy Estimate” function from the “File” pull-down menu within Estimating, or 3) copying within Estimating Explorer, same as copying an existing estimate above.
You may also need to set up more than one template. If you estimate multiple projects for multiple owners it may be beneficial to set up a template for each of the owners.
Activity – Understanding Takeoff Options
1. Determine and define items and areas of work
Now that we have gone through the documents to estimate for our project we can now determine and define items and areas of work to be taken off in your estimate and which takeoff method you will use to get the items into the estimate.
2. Takeoff Options
There are five methods of takeoff within the Estimating program (Quick Takeoff, Item Takeoff, Assembly Takeoff, Model Takeoff, and One-Time Item). For this session we will be focusing on Quick, Item and Assembly Takeoff.
a. Quick Takeoff
Quick Takeoff is the quickest way to get items into the estimate. In the Quick Takeoff window you can search for database items and sort the database. To open the quick takeoff window
click on the Quick Takeoff icon in the toolbar , or select the [Takeoff] pull-down menu and select [Quick Takeoff…]
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b. Item Takeoff
Item Takeoff allows you to takeoff groups of items, calculate their quantities, and assign Locations and WBS Values quickly and in the same place. You can review items and modify them for use in the estimate before you add them to the spreadsheet. In the Item Takeoff window you can search for database items and sort the database. To open the item takeoff window click on the Item Takeoff icon in the toolbar , or select the [Takeoff] pull-down menu and select [Item Takeoff…]
c. Assembly Takeoff
Assemblies or Smart Assemblies let you group multiple items together and take off complicated building components quickly. Assemblies are designed to select the correct items and calculation methods as you answer questions about the component. To open the
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assembly takeoff window click on the Assembly Takeoff icon in the toolbar , or select the [Takeoff] pull-down menu and select [Assembly Takeoff…]
Activity – Quick/Item Takeoff Process
1. Setup Item Takeoff Settings
In the Item Takeoff Settings window you can determine which WBS values you want to display on the drop-down list and which WBS values you want to assign as a default for each WBS Code.
For the estimate you just created, select the WBS values you want to add to the drop-down list for the Activity WBS Code. You should also assign a default WBS Value for this WBS Code.
a. Click on the [Item Takeoff Settings] button in the toolbar and the Item Takeoff Settings window should open.
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b. Right click in the Activity Value cell and select List Activity…
c. Select the corresponding Activity the drop-down list based on the table below.
2. Select and Add Items Into Estimate Using Quick or Item Takeoff
It will be up to you whether to use Quick Takeoff or Item Takeoff . To open either the Quick Takeoff or Item Takeoff windows click on either icon in the toolbar. Item Takeoff Settings will work with either takeoff method. The difference will be in Item Takeoff you will be able to assign all WBS Codes before you enter the item into the estimate, where with Quick Takeoff you will have to use the
Move/Copy function to move the items to the correct WBS Code once they are in the estimate.
3. Input Quantities
If you are going to use the Quick Takeoff method you will input the quantities after you have entered the items into the estimate. If you choose Item Takeoff you will enter the quantities in the Item Takeoff window prior to entering the items into the estimate.
4. Assign WBS Codes (Item Takeoff Only)
When you are in the Item Takeoff window and you have selected items to enter into the estimate you will notice that the WBS Values you set up in the Item Takeoff Settings window will prefill into the appropriate WBS Code column. The others should be blank and you can now fill that information in prior to entering these items into the estimate. To input the other WBS Values right-click in the cell
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in which you want to input the WBS Value and select [List …] and select the appropriate value from the list.
Enter the following items into the estimate using either Quick or Item Takeoff
Phase Item Location CSI Div
Spec Sect Activity Qty Unit
6.250 cw15 A3 6 06200 063 Millwork 1 ea
8.420 as10 A1 8 08210 080 Exterior Doors 210 sf
8.110 sg37 A1 8 08210 080 Exterior Doors 11 ea
8.116 sf18 A1 8 08210 080 Exterior Doors 12 ea
8.700 al10 A1 8 08210 080 Exterior Doors 23 ea
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8.116 sf18 A1 8 08210 081 Interior Doors 10 ea
8.262 fo37 A1 8 08210 081 Interior Doors 12 ea
8.700 al10 A1 8 08210 081 Interior Doors 14 ea
9.310 fb10 A2 9 09310 092 Flooring 510 lf
9.310 fp10 A2 9 09310 092 Flooring 2,500 sf
9.310 mb10 A2 9 09310 092 Flooring 350 sf
9.680 nl40 A2 9 09680 092 Flooring 135 sy
9.650 vb48 A2 9 09660 092 Flooring 625 lf
9.650 vt12 A2 9 09660 092 Flooring 3,220 sf
9.510 st22 A3 9 09512 093 Ceiling 5,200 sf
9.510 tm58 A3 9 09512 093 Ceiling 4,800 sf
9.310 fw10 A4 9 09900 094 Wall Finishes 3,600 sf
13.900 add item F1 13 13900 131 Fire Suppression 7,500 sf
15.400 ob15 P1 15 15440 150 Plumbing 2,500 sf
15.430 110a P1 15 15440 150 Plumbing 12 ea
15.430 110c P1 15 15440 150 Plumbing 12 ea
15.430 110h P1 15 15440 150 Plumbing 3 ea
15.500 ob15 M1 15 15605 151 HVAC 9,000 sf
16.100 ob15 E1 16 16010 160 Electrical 8,000 sf
16.100 add item E2 16 16100 161 Fire Detection 10,000 sf
Activity – Assembly Takeoff Process
1. Setup Item Takeoff Settings
Follow the same process for setting up the Item Takeoff Setting in the Quick / Item Takeoff section above.
2. Select Assemblies to Use In Estimate
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To access the assembly list for takeoff click on the Assembly Takeoff icon on the toolbar and the Assembly Takeoff window will open. The assembly takeoff window looks the same as the item takeoff window, but instead of the item list being displayed in the upper left hand pane, the assembly list will be showing. Scroll down the list and double-click on the appropriate assembly. The assembly will open and you will see the list pane in the upper left, the variable pane in the upper right, and the item grid at the bottom showing the items included in the assembly you selected. The list pane will list the name of the assembly as well as the different passes you entered for the particular assembly. The variable pane is where you answer the assembly questions used to select correct items and calculate quantities for the items. The item grid will show all items, quantities, units, location and WBS Codes and Values.
3. Customize Assembly Names
Assembly names can be customized so you can easily identify them if you need to make changes to the assembly later. Once you have opened the assembly click on the assembly name in the variable pane and type the name you want to use and type the name you want to use. For example if you were estimating multiple buildings you may want to identify assemblies with the different buildings. So, you may want to use “Continuous Footing_Office Building” as the name. The new customized name will show up in the Assembly tab in the spreadsheet as well as in the Review Assemblies window.
4. Assembly Pass Notes
Pass notes can be added for clarification of a particular pass. To add a pass note, select the desired
pass from the list of passes on the Assembly Takeoff window and click the notes button . The Notes window will open. Enter the notes and click [OK] to close the notes window.
Click in cell and type new assembly name.
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5. Multiple Passes
Multiple passes can be entered for any assembly. Once you have answered all of the variable
questions for a pass click the [Add Pass] button and you will notice that Pass 1 is created in the List pane and New Pass is highlighted. You can now enter answer the variable questions for the
next pass and click . You will notice that Pass 2 is created. You can add pass notes to all passes.
6. Pass Corrections or Replacing a Pass
Corrections can be made to any assembly passes that you have created. Click on the [Takeoff] pull-down menu and select [Review Assemblies…] and the list of previously generated assemblies with all passes will appear. Navigate to the assembly and pass that you want to change and highlight. Than make the changes to the variable questions as necessary and click on the Replace Pass button
. In order for Estimating to make the change, it creates two new passes, a Reversing pass and a Replacing pass. Reversing pass <original pass number>
This pass reverses the original pass from the estimate. It has the same dimension values as the original pass, but its Quantity equals -1.
Replacing pass <original pass number> This pass replaces the original pass in the estimate. Estimating labels the original pass:
Pass replaced by <new pass number> Estimating calculates the new takeoff quantities and adds them to the existing quantities.
7. Substitutions
Item substitutions can also be made to any item within an assembly. Once you have completed the desired assembly passes, find the item you want to substitute in the takeoff grid. Right-click on the item description and select Substitute Item… from the shortcut menu. The Item List window will open and you can navigate the database to find the item you want to substitute into the assembly. Estimating uses the calculation and the quantity from the item being replaced. In most cases, this is appropriate because the substitute item is simply a different grade of the same material.
8. Add Items to Assemblies During Takeoff
Click Pass Notes Button.
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The Add Item command is similar to the substitution command, but instead of substituting you will be adding items to the assembly that are not already included in the assembly. Right click in the takeoff grid and select Add Item… from the shortcut menu. You will notice the assembly list pane will now show all of the database items. Navigate to the database item you want to add and double-click, press [Enter] , or drag the items into the takeoff grid. Once you have added the items you can enter the quantities and WBS information as necessary.
9. Assign WBS Codes
You will want to make sure that all appropriate WBS Values have been entered prior to entering your items into the estimate. If there are WBS Values that are not included in the Item Takeoff Settings you will need to enter the Values in the takeoff grid. Find the WBS column in the item that you want to assign, right-click and select [List…] from the shortcut menu and select the appropriate WBS Value. We will work together in Assembly Takeoff to enter the following into your estimate.
Assembly Activity CSI Div Spec Sect Location Assembly Information
03110‐ 030 Foundation 3 S1 Length' of Ftg. 500
Width' of Ftg. 3
Concrete Depth" 12
Concrete psi 30
Concrete Type 1
Finish Type 3
Depth' of Exca. 4
Width of Fnd Wall " 8
# of Bars 3
Rebar Size 5
Ftg Step Form Reqd? No
0410‐ 030 Foundation 3 S1 Length ' 500
Height' 3.34
Block Size " 8
03350‐ 031 Slab 3 S2 Length ' 200
Width' 50
Concrete Depth" 12
Concrete psi 30
Concrete Type 1
Finish Type 3
Vapor Barrier Code 3
Mesh Code 2
Soil Poisoning Reqd? Yes
Assembly Activity CSI Div Spec Sect Location Assembly Information
Pourous Fill Reqd? Yes
Fill Depth” 4
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Slab Edge Form? No
Any 1/2" Exp Joint? Yes
Length’ of Joint 500
Keyway Depth" 1
Column Diamonds? No
Add Int. Turn Down? No
0460‐ 041 Brick 4 A2 Brick Type 3
Length' 500
Height' 12
Mortar Type 1
Horiz Tie Spacing" 32
Vert Tie Spacing" 16
Rowlock Course Reqd? No
06200‐ 061 Exterior Walls A3 Stud Size 2
Length of Wall ' 500
# of Corners 4
# of Top Plates 2
# of Bottom Plates 1
Btm Plte Pre Trted? Yes
Length – Ext Shthg’ 500
Hght ‐ Ext Shthg' 12
Ext Sheathing Code 1
Corner Bracing Code 1
Int Sheathing Code 3
Length – Int Shthg’ 500
Hght ‐ Int Shthg' 12
# of Layers 1
Deduct Openings? No
Wood Base Reqd? No
Vinyl Base Reqd? Yes
Lgth Vinyl Base' 400
Vinyl Base Deduct' 0
Anchor Bolts Reqd? Yes
Anchor Blt Spacing' 2.66
Thru Wall Flash Req? Yes
06220‐ 062 Interior Walls A1 Stud Size 1
Length of Wall ' 850
Assembly Activity CSI Div Spec Sect Location Assembly Information
# of Corners 20
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# of Top Plates 2
# of Bottom Plates 1
Btm Plte Pre Trted? Yes
Int Sheathing Code 3
Hght ‐ Int Shthg' 10
# of Layers 1
# of Layers Painted 1
Deduct Openings? No
